Personal CFO Solutions’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-499
| Closed | -$217K | – | 493 |
|
|
2025
Q1 | $217K | Buy |
+499
| New | +$217K | 0.04% | 407 |
|
|
2024
Q4 | – | Sell |
-686
| Closed | -$357K | – | 504 |
|
|
2024
Q3 | $357K | Buy |
686
+16
| +2% | +$8.32K | 0.05% | 348 |
|
|
2024
Q2 | $363K | Buy |
670
+26
| +4% | +$14.1K | 0.06% | 328 |
|
|
2024
Q1 | $334K | Buy |
644
+167
| +35% | +$86.7K | 0.05% | 366 |
|
|
2023
Q4 | $225K | Sell |
477
-889
| -65% | -$420K | 0.04% | 458 |
|
|
2023
Q3 | $595K | Buy |
1,366
+56
| +4% | +$24.4K | 0.12% | 164 |
|
|
2023
Q2 | $582K | Buy |
1,310
+7
| +0.5% | +$3.11K | 0.12% | 175 |
|
|
2023
Q1 | $599K | Sell |
1,303
-56
| -4% | -$25.7K | 0.12% | 158 |
|
|
2022
Q4 | $697K | Sell |
1,359
-246
| -15% | -$126K | 0.15% | 136 |
|
|
2022
Q3 | $729K | Sell |
1,605
-29
| -2% | -$13.2K | 0.18% | 107 |
|
|
2022
Q2 | $788K | Buy |
1,634
+138
| +9% | +$66.6K | 0.18% | 94 |
|
|
2022
Q1 | $735K | Sell |
1,496
-1
| -0.1% | -$491 | 0.15% | 133 |
|
|
2021
Q4 | $694K | Buy |
+1,497
| New | +$694K | 0.13% | 153 |
|